GW & Wade’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-10,168
| Closed | -$154K | – | 244 |
|
2019
Q3 | $154K | Buy |
10,168
+9
| +0.1% | +$136 | 0.01% | 227 |
|
2019
Q2 | $152K | Buy |
10,159
+8
| +0.1% | +$120 | 0.01% | 228 |
|
2019
Q1 | $157K | Sell |
10,151
-557
| -5% | -$8.62K | 0.01% | 223 |
|
2018
Q4 | $141K | Sell |
10,708
-92
| -0.9% | -$1.21K | 0.02% | 212 |
|
2018
Q3 | $176K | Buy |
10,800
+109
| +1% | +$1.78K | 0.02% | 235 |
|
2018
Q2 | $156K | Buy |
10,691
+5
| +0% | +$73 | 0.02% | 236 |
|
2018
Q1 | $187K | Buy |
+10,686
| New | +$187K | 0.02% | 225 |
|
2017
Q3 | – | Sell |
-12,966
| Closed | -$167K | – | 241 |
|
2017
Q2 | $167K | Sell |
12,966
-4,341
| -25% | -$55.9K | 0.02% | 225 |
|
2017
Q1 | $238K | Buy |
+17,307
| New | +$238K | 0.03% | 211 |
|